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Skills

  • Data-Driven Insights Implementation
  • Business Development
  • Consulting
  • Strategic planning
  • Business Strategy
  • Contract Management
  • Negotiation
  • Advanced Excel and VBA
  • Financial Management
  • Leadership of junior analysts

Work Experiences

  • Promoted to Assistant Manager after only 3 months with the company.
  • Directed merchandising, promotion, and brand loyalty efforts for the business segment with the highest sales volume.
  • By developing and implementing improved merchandising, receiving, and maintenance procedures, I was able to reduce corporate costs.
  • Used process programs to complete initiative tasks, resulting in standard.
  • Ensured that inventory counts stayed within monthly tolerance levels and that financial data was collected in accordance with the budget.
  • Instructed the team on how to use effective upselling and cross-selling techniques.
  • Was in charge of customer service, which included dealing with complaints, stock management, and answering customer questions.
  • Was in charge of the opening and closing procedures, as well as making suggestions for improving the efficiency of daily operations.
  • Implemented a loyalty program that increased customer retention by 9%.
  • Advanced to keyholder and assistant manager-in-charge in the absence of the manager.

Summaries

  • Proven track record of developing long-term relationships with happy customers.
  • Skilled in employee training and utilizing organized approaches to handle daily planning, scheduling, and customer service needs.
  • Assistant Manager, Investment Research with a track record of motivating and overseeing employees to improve fund performance, increase client satisfaction, and enable long-term growth.
  • Dedicated to gaining a thorough understanding of the company's products and services in order to provide the best possible customer service.
  • Veteran Assistant Manager, Investment Research with 18 years of industry experience and a stellar track record.
  • Assistant Manager with over 13 years of experience and excellent conflict resolution skills.
  • Agile and adaptable group leader with a stellar initiative history, a motivational approach, and an upbeat personality.
  • Dedicated to providing high-quality services and products.
  • Customer-focused team player with expertise in maximizing customer satisfaction while increasing profits and client acquisition.
  • Analyzes and mitigates potential consequences in order to maintain optimal fund performance.

Accomplishments

  • Researched and presented new investment opportunities in emerging markets, leading to a 14 investment reallocation with potential 79% gains.
  • Developed ESG (Environmental, Social, Governance) performance metrics models that allowed the firm to attract 25% more socially conscious investors.
  • Executed comprehensive quantitative research on Miscellaneous economic trends, improving short-term strategy by 79%.
  • Developed peer-benchmarking reports on industry leaders, which helped inform strategies that outperformed competitors by 55% in 2019.
  • Assisted in the improvement of cash flow models, resulting in a 49% increase in accuracy and aiding decision-making for high-net-worth clients.
  • Managed the creation of a centralized data repository that increased research team productivity by 41%.
  • Analyzed distressed assets within the Chicago market, generating actionable insights that produced 75% ROI for the firm.
  • Utilized proprietary financial models and advanced Excel techniques to predict sector performance, contributing to an alpha generation of 85%.
  • Spearheaded a training initiative for junior analysts, improving their financial modeling capabilities by 84%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association for Supply Chain Management (APICS)
  • European Financial Management Association (EFMA)
  • American Marketing Association
  • Toastmasters
  • Association for Financial Professionals (AFP)
  • Institute of Management Accountants (IMA)
  • Global Association of Risk Professionals (GARP)
  • CFA Institute (Chartered Financial Analyst)
  • International Council of Nurses
  • Society of Human Resource Management

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Investment Management Certificate (IMC) - system
  • Salesforce
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Financial Analyst (CFA) framework - standard
  • Advanced Data Science Certification - Ironclad Systems
  • CompTIA Network+
  • Certificate in Quantitative Finance (CQF) - Fitch Learning
  • Certified Portfolio Manager (CPM) - program
  • CompTIA Security+

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